Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ASSET ADVISORY SERVICES LLC | 07-18-2024 | 06-30-2024 | 314 | 1,844,540,817 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | INTERMED TERM | 301 | $418,917 | 5,567 | 0.00 | 5,567 | +Inf | 06-30-2024 | |
| ALPS ETF TR | ALERIAN MLP | 302 | $412,073 | 8,526 | 0.00 | 0.00 | 2,724 | 46.95 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 303 | $411,372 | 7,911 | 0.00 | 0.00 | -2,870 | -26.62 | 06-30-2024 |
| THE CIGNA GROUP | COM | 304 | $407,550 | 1,241 | 0.00 | 0.00 | -39 | -3.05 | 06-30-2024 |
